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The Retirement Smart course moves beyond basic concepts such as the differences between Roth and Traditional IRAs. This course is designed to provide practical, real life help for adults who are preparing for or already navigating through retirement. It is designed for those who want to take charge of their retirement and manage the effectiveness of their estates.

Retirement Smart Sessions

The course consists of four consecutive sessions offered on consecutive Wednesday Nights at Naples Bay Resort.

Course Dates:

Wednesday Nights Naples Bay Resort:
SESSION I Wednesday, October 30th
SESSION II Wednesday, November 6th
SESSION III Wednesday, November 13th
SESSION IV Wednesday, November 20th

Time: 6:30-9:00pm

Location: Naples Bay Resort & Marina
1500 5th Ave S
Naples, FL 34102